See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,602 | $94,625+1.0% | $116,228-17.7% | $84,808+12.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 13.38% | 20.40%-7.0pp | 90.06%-76.7pp | 40.90%-27.5pp |
| Employer contribution / active EE | $3,140 | $2,347+33.8% | $2,994+4.9% | $2,631+19.3% |
| Participant deferral / active EE | $3,609 | $3,972-9.1% | $4,953-27.1% | $4,212-14.3% |
| Admin fee / account holder | $3,170 | $10,091-68.6% | $11,989-73.6% | $7,344-56.8% |